Description

REGISTRATION INSTRUCTIONS:

This is a Learning Path which contains several courses for a total of 10 CPE.

Once registered, detailed instructions will be emailed to sign up for each individual course.

You must attend each course by April 30, 2027.

Instructor: Various - see description

Target Audience

Controllers, Finance directors, Aspiring CFOs, Advisory CPAs

Course Objectives

The courses offered as part of this Learning Path are:A Culture of Regulatory Ethics: A Competitive AdvantageInstructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFPCPE: 4Field of Study: Finance Becoming a Fractional CFO: What to Do and How?Instructor: Don Minges, MBACPE: 2Field of Study: Finance Behavioral Finance BiasesInstructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFPCPE: 1Field of Study: Finance Beyond the Basics: Financial Ratios You Might Be OverlookingInstructor: Eric Knight, CPA, DBACPE: 1Field of Study: Finance Business Partnerships: Managing Supplier RelationshipsInstructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFPCPE: 1Field of Study: Finance CPA to CFO: Essential Competencies for Finance LeadersInstructor: Leeland Rogers, PhDCPE: 1Field of Study: Accounting

Subjects

This path helps CPAs expand from technical expertise to executive finance leadership-the mindset shift needed for controller, finance director, and CFO tracks. It blends strategic competencies (ratios, budgeting/forecasting thinking, behavioral finance) with real-world leadership topics like supplier relationships and what it takes to operate as a fractional CFO. CPAs should take this path to strengthen advisory value, communicate like a finance leader, and make more confident decisions that go beyond compliance.